Sequoia Financial Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Sequoia Financial Advisors, LLC

  • $11.5 Billion
  • Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 6,654 shares of JEPQ stock, worth $365,104. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,654
Previous 6,654 -0.0%
Holding current value
$365,104
Previous $365,000 2.74%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
$49.7 - $56.11 $190,798 - $215,406
-3,839 Reduced 36.59%
6,654 $365,000
Q2 2024

Jul 15, 2024
SELL
$50.84 - $55.56 $141,843 - $155,012
-2,790 Reduced 21.0%
10,493 $582,000
Q1 2024

Apr 30, 2024
BUY
$49.02 - $54.29 $651,132 - $721,134
13,283 New
13,283 $720,000

Others Institutions Holding JEPQ

# of Institutions
773
Shares Held
137M
Call Options Held
332K
Put Options Held
202K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
Track This Portfolio

Track Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email